AWM
WBS

Avior Wealth Management’s Webster Financial WBS Stock Holding History

Avior Wealth Management’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,049
Closed -$57.9K – 2319
2024
Q4 		$57.9K Sell
1,049
-10
-0.9% -$549 ﹤0.01% 1090
2024
Q3 		$49.4K Buy
1,059
+22
+2% +$1.01K ﹤0.01% 1117
2024
Q2 		$45.2K Sell
1,037
-238
-19% -$10.6K ﹤0.01% 1130
2024
Q1 		$64.7K Buy
+1,275
New +$62.4K ﹤0.01% 1138
2019
Q1 		– Sell
-3,419
Closed -$168K – 722
2018
Q4 		$168K Buy
3,419
+271
+9% +$15.5K 0.04% 348
2018
Q3 		$186K Hold
3,148
– – 0.04% 361
2018
Q2 		$201K Buy
+3,148
New +$196K 0.05% 327

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Avior Wealth Management's WBS Position: Q1 2025 in Review

Avior Wealth Management sold out of Webster Financial (WBS) in Q1 2025, closing a stake of 1,049 shares — an estimated $57.9K sold.

Avior Wealth Management first reported a position in WBS in Q2 2018 and held it in 7 quarters. The position peaked at $201K in Q2 2018. 492 funds tracked by Wall St. Rank hold WBS as of Q1 2025.

  • Avior Wealth Management reported no remaining Webster Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,049 Webster Financial shares in Q1 2025, an estimated $57.9K.
  • Avior Wealth Management first reported a position in Webster Financial in Q2 2018 and held it in 7 quarters.
  • Avior Wealth Management's Webster Financial position peaked at $201K in Q2 2018.
  • 492 funds tracked by Wall St. Rank held Webster Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.